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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1122 | 1385 | 980 | 1531 | 2455 |
Fund Return | 12.23% | 12.23% | 38.46% | -0.66% | 8.89% | 9.4% |
Place in category | 9 | 9 | 4 | 480 | 13 | 2 |
% in Category | 2 | 2 | 1 | 79 | 4 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Lavaud Acc | 360.14M | 9.63 | 7.14 | 8.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec Flexible A USD Income | 981.27M | 0.29 | -0.46 | 4.90 | ||
Henderson Diversified Growth Fund K | 323.26K | 1.01 | 0.52 | 3.46 | ||
Ashburton Global Strategy Fund A US | 82.91M | 4.83 | 2.95 | 4.40 | ||
Ashburton Global Strategy Fund D US | 82.91M | 4.97 | 3.47 | 4.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Netflix Inc | - | 7.35 | - | - | |
NVIDIA Corp | - | 7.12 | - | - | |
Visa Inc Class A | - | 6.21 | - | - | |
Microsoft Corp | - | 5.68 | - | - | |
Intuit Inc | - | 5.45 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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